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TriplePoint Venture Growth BDC

52 hedge funds and large institutions have $90.1M invested in TriplePoint Venture Growth BDC in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more capital invested

Capital invested by funds: $85.5M → $90.1M (+$4.62M)

0% more funds holding

Funds holding: 5252 (0)

1.73% less ownership

Funds ownership: 49.69%47.96% (-1.7%)

19% less call options, than puts

Call options by funds: $200K | Put options by funds: $246K

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
24
Closed
6
Calls
$200K
Puts
$246K
Net Calls
-$46K
Net Calls Change
+$284K
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$15.6M -$52.5K -4,500 -0.3%
AAM
2
Advisors Asset Management
Colorado
$11.5M -$388K -33,238 -3%
CIM
3
Confluence Investment Management
Missouri
$8.83M +$59.7K +5,120 +0.7%
AM
4
Ares Management
California
$5.67M -$693K -59,454 -11%
UBS Group
5
UBS Group
Switzerland
$5.14M -$185K -15,867 -4%
Wells Fargo
6
Wells Fargo
California
$4.05M +$1.7M +145,802 +74%
AllianceBernstein
7
AllianceBernstein
Tennessee
$3.95M -$362K -31,080 -8%
PI
8
Putnam Investments
Massachusetts
$3.65M -$39.6K -3,400 -1%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$3.62M +$28.6K +2,449 +0.8%
GC
10
Guggenheim Capital
Illinois
$2.93M +$478K +41,011 +20%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$2.52M -$225K -19,300 -8%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.46M -$1.09M -93,101 -31%
PAM
13
PVG Asset Management
Colorado
$1.54M -$38.8K -3,325 -2%
MVP
14
Miller Value Partners
Florida
$1.45M
Two Sigma Investments
15
Two Sigma Investments
New York
$1.39M +$282K +24,221 +26%
SCM
16
Shelton Capital Management
Colorado
$1.32M +$1.3M +111,703 New
BG
17
BlackRock Group
United Kingdom
$1.29M +$283K +24,292 +28%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.21M +$230K +19,700 +24%
DM
19
Delphi Management
Massachusetts
$1.2M +$95.7K +8,209 +9%
BCM
20
Bridgeway Capital Management
Texas
$1.08M
NFA
21
Nuveen Fund Advisors
Illinois
$929K +$377K +32,292 +69%
TG
22
TCW Group
California
$873K -$895K -76,783 -51%
NFA
23
Nationwide Fund Advisors
Ohio
$709K -$18.7K -1,600 -3%
Morgan Stanley
24
Morgan Stanley
New York
$694K +$13.2K +1,130 +2%
BTS
25
BB&T Securities
Virginia
$686K

TPVG Hedge Fund Activity: Q4 2016 in Review

52 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q4 2016, worth a combined $90.1M — up 5.4% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TPVG positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.7M. The largest seller was Ameriprise, exiting entirely with an estimated $2.46M sold.

  • 52 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $90.1M of TriplePoint Venture Growth BDC stock for Q4 2016, up 5.4% quarter-over-quarter.
  • 7 funds opened new TriplePoint Venture Growth BDC positions in Q4 2016 and 6 closed out, a net change of +1 holder.
  • The largest TriplePoint Venture Growth BDC buyer in Q4 2016 was Wells Fargo, an estimated $1.7M added.
  • The largest TriplePoint Venture Growth BDC seller in Q4 2016 was Ameriprise, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2016.